Importing Customers
Omnibasis provides tools for you easily import your customer lists from various sources
Import Customers with File Upload
To import customers, go to omniCustomers \ Customers and select Import. Upload your file via omniSit...
Import Addresses for a Customer with File Upload
Easily import customer addresses by uploading a file using our provided templates. Ensure you have I...
QuickBooks Customer List Integration
Easily export your QuickBooks customer list to Omnibasis by creating an Excel spreadsheet. Follow th...
How to separate First and Last Names in an Excel Spreadsheet
To import contacts into Omnibasis, ensure your Excel spreadsheet has separate columns for first and ...
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